74 Equity Analysis Jobs

Join Barclays as a PC Equities Analyst role, where you'll play a pivotal role in working with Line PC team for completeness and accuracy of the books and records that comprises of P&L (Profit & Loss) and Balance Sheet substantiation and reporting At Barclays, we believe in the power of innovation Your role will be responsible for monitoring trading activity for compliance with various related policies and providing management with technical and operational analysis of the business unit You will have the opportunity of working closely with Front Office business, Financial Control, Technical Accounting Group, PC Change Management, Technology, and other infrastructure area At Barclays, we don't just anticipate the future we're creating it, To be successful in this role, you should have below skills: Experienced with MS office toolkit, Qualified accountant, Excellent communication and presentation skills in both formal and informal settings & ability to interact with the region and UK / US as part of a global team (written and verbal), Strong control awareness in particular, the ability to identify and escalate potential control breakdowns and to streamline processes in an effective and efficient manner, Some Other Highly Valued Skills May Include Below Article ship / Industrial trainee in mid to large sized firms, Audit exposure in large financial institutions / banks preferred, You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills, This role is based in our Pune and Chennai office, Purpose of the role To oversee the financial aspects of trading activities, ensuring the accuracy and integrity of the bank's trading book, maintenance of compliance with regulatory requirements, and provision of insights into trading performance, Accountabilities Reconciliation of daily profit and loss (P&L) figures for trading desks to ensure they align with the valued positions in the trading book, investigating and resolving discrepancies between P&L figures to ensure they reflect the true economic value of the trading portfolio, Support the identification, assessment, and mitigation of trading risks, and report on these financial risks to senior colleagues, Maintenance and analysis of the banks trading data, ensuring its accuracy, completeness and consistency, and provision of insights to traders and senior colleagues on trading performance, Preparation and submission of regulatory reports to authorities, and provision of support to external audits including addressing auditor queries and ensuring trading activities are appropriately reflected in financial statements, Effective communication of complex financial information to traders, risk professionals, senior colleagues, and external stakeholders, Cross functional collaboration to ensure a coordinated approach to trading activities, Analyst Expectations To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement, Requires in-depth technical knowledge and experience in their assigned area of expertise Thorough understanding of the underlying principles and concepts within the area of expertise They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources, If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard The four LEAD behaviours are: L Listen and be authentic, E Energise and inspire, A Align across the enterprise, D Develop others, OR for an individual contributor, they develop technical expertise in work area, acting as an advisor where appropriate, Will have an impact on the work of related teams within the area, Partner with other functions and business areas, Takes responsibility for end results of a teams operational processing and activities, Escalate breaches of policies / procedure appropriately, Take responsibility for embedding new policies/ procedures adopted due to risk mitigation, Advise and influence decision making within own area of expertise, Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct, Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function, Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function, Make evaluative judgements based on the analysis of factual information, paying attention to detail, Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents, Guide and persuade team members and communicate complex / sensitive information, Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation, All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship our moral compass, helping us do what we believe is right They will also be expected to demonstrate the Barclays Mindset to Empower, Challenge and Drive the operating manual for how we behave, Show

Role & responsibilities Guide and oversee research analyst/s and associates/ trainees. Analyse companies, sectors, and industries to identify investment opportunities aligned with AMC Investment philosophy Present detailed research and investment recommendations to portfolio managers Candidates should have understanding of macro development, trends, cycles and ability connect dots to identify investment opportunities with 3 year+ kind of investment horizon Build and maintain financial and valuation models Closely track existing investee companies and ensure compliance to regulatory and internal guidelines on research front Support close co-ordination with portfolio manager and Research team including external brokers Mentor and train analysts and associates in developing financial and valuation models Passionate about Equity investments and ambitious to lead in the field Exposure to Financials, Pharma and Chemical sectors can be an added advantage

Role & responsibilities Present detailed research and investment recommendations to portfolio managers Build and maintain detailed financial and valuations models for companies in assigned sectors using primary and secondary research Closely track existing investee companies in relevant sectors and ensure compliance with regulatory and internal guidelines on research front Exposure to IT, Media, and Chemical sectors can be an added advantage Exposure to small and micro caps can be an advantage

We are looking for a highly motivated finance professional with 2 to 4 years of experience who has been involved in at least one fundraise transaction (equity or debt). This role bridges internal teams and external lenders, with strong emphasis on pre- and post-disbursement processes, debt structuring, and financial compliance. Key responsibilities: Must Haves: Hands-on experience or shadowing of at least one fund raise transaction (Equity/Debt). Strong understanding of debt capital raise process and debt structures (e.g., Term Loan, NCDs). Strong communication and presentation skills. Ability to independently manage meetings with lenders and internal stakeholders . Pre-Disbursement Requirements: Facilitate the completion of all due diligence and documentation required for loan disbursements. Ensure compliance with conditions precedent (CP) before fund disbursement. Assist in the preparation and review of financial models, projections, and loan application documents. Work closely with legal and finance teams to ensure smooth execution of loan agreements. Post-Disbursement Monitoring: Monitor and ensure adherence to financial covenants, reporting obligations, and repayment schedules. Track key loan terms, including interest rate adjustments, EMI payments, and any restructuring requirements. Prepare and submit periodic compliance reports and financial statements as per lender requirements. Identify potential covenant breaches and proactively work on remedial measures with lenders and internal teams. Internal Coordination Day-to-day management with internal teams including Finance, Legal, Operations, and Compliance. Ensure alignment between lender needs and internal reporting. Qualifications & Skills: B.Com or MBA (in finance) qualification is mandatory. 2 to 4 years of experience in financial management or fundraising. Strong grasp of loan documentation, regulatory compliance, and covenants. Proficiency in Excel and financial modeling. Strong stakeholder management and multi-tasking ability. Detail-oriented with the ability to manage multiple stakeholders and deadlines.

We are looking for a highly skilled Technical Research Analyst to join our team at Panacorp Software Solutions, with 7 years of experience in the IT Services & Consulting industry. Roles and Responsibility Conduct thorough research and analysis on various technical topics to identify trends and patterns. Develop and maintain databases and spreadsheets to track data and metrics. Collaborate with cross-functional teams to integrate research findings into product development. Create reports and presentations to communicate complex technical information to stakeholders. Stay up-to-date with emerging technologies and industry trends. Identify and mitigate potential risks and issues impacting project timelines or quality. Job Requirements Strong analytical and problem-solving skills with attention to detail. Excellent communication and interpersonal skills, with the ability to work effectively in a team environment. Ability to prioritize tasks and manage multiple projects simultaneously. Strong organizational and time management skills, with the ability to meet deadlines. Proficiency in Microsoft Office Suite, including Excel, Word, and PowerPoint. Experience with database management systems and data analysis tools.

You are looking for a detail-oriented and analytical Research Associate to join our finance team in Kolkata, West Bengal. With 13 years of experience in Financial Services, Investment Advisory, Wealth Management, or Mutual fund industry, you will be responsible for conducting investment research, financial analysis, and market intelligence. Your primary responsibilities will include performing fundamental and technical research on various financial products, analyzing macroeconomic trends, sectoral developments, and company financials to provide insights, preparing research reports, investment notes, presentations, and market updates, tracking financial news, regulatory changes, and market movements, and supporting portfolio managers and analysts with research inputs. To excel in this role, you should hold a Bachelors or Masters degree in Finance, Economics, Commerce, or related discipline (CFA/MBA preferred), possess strong analytical and quantitative skills, be proficient in MS Excel, PowerPoint, and have knowledge of financial tools like Bloomberg, Refinitiv, or similar platforms. Additionally, you must have excellent written and verbal communication skills, attention to detail, the ability to work independently or in a team, and a keen interest in financial markets, investments, and wealth management. Knowledge of Equity, Mutual Funds, and Discounted Cash Flow (DCF) is required. Preferred qualifications include internship or work experience in investment research, equity analysis, or wealth advisory, along with certifications such as NISM, CFA Level 1, or equivalent. Remuneration for this full-time position will be competitive and based on your experience and qualifications. The work schedule is during the day shift, and the work location is in person.,

Specific Experience A candidate must have worked as a research analyst in the past to become an Sr. instructor. This role involves research on stocks, preparing reports and communicating to the students. It also involves teaching fundamental analysis to students. Direct Responsibilities Course & Session Management: Oversee the Investor course and Sessions, ensuring smooth execution of content delivery, scheduling, and participant engagement. Stay updated with broader markets and sectors. Analyze and monitor performance of recommended stock ideas to the students. Generate new stock ideas. Generate regular reports with updates on the stocks. Serve as the primary point of contact for any operational issues related to course materials, participant queries, or scheduling conflicts. Ensure all educational content is up-to-date, relevant, and aligns with the latest market trends and investment strategies. Coordinate with external trainers, guest speakers, or content creators to ensure seamless integration into the educational program. Handle any urgent decision-making processes related to course management, content creation, or client escalation in the Heads absence. Reporting & Analytics: Maintain tracking and reporting systems for both educational outcomes (course participation, engagement, feedback) Provide regular performance insights to senior management, identifying opportunities for improvement in educational content delivery Contributing Responsibilities Cross-functional Collaboration: Work closely with sales , customer support , and training teams to ensure alignment in messaging, course offerings, and overall brand voice. Participate in meetings with senior management to contribute insights on course performance, marketing strategies, and market opportunities. Content Development & Improvement: Contribute to the development and refinement of course materials, presentations, and learning resources. Gather and analyze student feedback and market trends to provide input on potential improvements to course content or structure. Assist in the design and creation of new training modules or supplementary materials that enhance the learning experience. Market Research & Competitor Analysis: Conduct market research to understand the competitive landscape of investment education, identifying trends, gaps, and opportunities. Monitor competitors offerings and ensure Mirae Asset Sharekhan Education’s courses remain competitive in terms of value, content quality, and marketing appeal. Customer Engagement & Support: Contribute to enhancing the student experience by addressing customer feedback, resolving concerns, and ensuring participants have the support they need throughout their learning journey. Participate in the creation of student success stories , testimonials, or case studies that can be utilized for marketing and promotional purposes Event & Webinar Coordination: Assist in the planning and execution of live events, webinars, or special sessions related to Investor course. Ensure events run smoothly, including technical support, speaker coordination, participant engagement, and post-event follow-up Co-ordinate with on-boarded consultants for conducting special sessions. Technical & Behavioural Competencies Course Management & Education Delivery: Knowledge of Learning Principles: Ability to apply education theories and practices to optimize the learning experience for course participants. Learning Management System (LMS) Proficiency: Expertise in using platforms to manage, track, and report on course enrollment, progress, and feedback. Content Development & Instructional Design: Experience in creating, structuring, and refining educational content for investment courses, including understanding of financial markets and investment strategies Specific Qualifications (if required) CFA or MBA preferred NISM certification for Research Analyst **Candidates must have present/past experience in Equity Research

We are seeking a highly motivated and analytical junior analyst to join our team. The ideal candidate will have 1-2 years of experience in equity research or a related field, with a strong hold on corporate event investment analysis. This role offers an exciting opportunity to contribute to the research process, gain exposure to various sectors, and develop valuable skills in fundamental analysis. Role & responsibilities Conduct in-depth research and fundamental analysis of companies within assigned sectors, including their performance, operations, industry trends, and competitive landscape. Developing financial models and valuations for companies using methods such as discounted cash flow (DCF), comparable company analysis (CCA), and precedent transactions. Collaborate with senior analysts and portfolio managers to support investment decision-making and portfolio construction. Assist in generating investment recommendations and preparing research reports for internal and external stakeholders. Maintain databases and spreadsheets to track relevant financial data and news. Monitor industry trends, macroeconomic factors, and regulatory developments. Participate in company meetings, industry conferences, and other events to gather insights and stay informed about market developments. Preferred candidate profile Bachelors degree in finance /engineering (with relevant experience in finance) or CA. 1-2 years of experience in equity research in midcap or small cap universe or sell side analyst roles. Strong quantitative and analytical skills, with proficiency in financial modelling and valuation techniques and solid understanding of financial markets. Excellent written and verbal communication skills with a strong commitment to accuracy and quality. CFA or other relevant professional certifications (preferred but not required).

About the Company Axience is a professional business services firm, established with a credo of delivering Integrated Bespoke Solutions for our clients. We provide high-quality bespoke and boutique style financial and business research services and have established ourselves as a well-regarded research firm delivering value-added and complex work to a strong client base, through a highly capable analyst and management team. Our main office is located in Mumbai (India), along with small capabilities in Dubai (UAE) and Cluj Napoca (Romania). Our Financial Research Team The team supports reputable clients in the financial services industry including private equity and debt funds, investment banks, asset managers, and family offices, among others. Our clients are spread across Europe, the US, and the Middle East. As part of a team working on a variety of long-term and short-term engagements for global financial services firms/investors, you will gain extensive exposure to truly global professional standards. Position: VP / SVP Financial Research A VP / SVP at Axience is hired typically from peer groups or related backgrounds, with one of the key attributes being experience and expertise in areas such as equity/credit analysis (public or private), financial modeling, valuations, and investment report writing. Responsibilities will include (but not be limited to): - Work on projects such as supporting private equity clients in identifying and evaluating investment opportunities; similarly, working with investment banking/corporate advisory clients in pitching investment ideas. - Supporting sell/buy-side equity research clients in initiating coverage, annual/quarterly maintenance of models and reports, sector studies, and various thematic reports. - Work hands-on on complex projects requiring high levels of financial research expertise, as well as guide and supervise analysts. - Manage projects end-to-end from scoping and execution to keeping internal stakeholders updated and communicating directly with the client. - Assist in proposal preparation, work allocation among analyst team, work review, and finalization of deliverables. - Train, mentor, and monitor junior analysts. Academic and professional background: 8+ years of relevant experience for VP and 10+ years for SVP; prior experience of working in KPOs/captive offshore units of international investment banks/brokerage houses will be given preference. Experience in one or more of the following: - Sell/buy-side equity or credit research with highly developed financial modeling and report writing skills. - M&A analysis (for private equity, corporate finance advisory/investment banking clients) company and industry analysis, pitch book/IM/IC memos, financial modeling, valuations. MBA from top-tier colleges with a strong academic record; CFA highly preferred. Required skills: - Exceptional oral and written communication skills (English). - Quantitative analytical skills. - Ability to balance hands-on and hands-off approach. - Should be proactive in prioritizing and organizing tasks to meet deadlines while working on multiple projects. - Superior analytical, interpersonal skills, and ability to dig deeper into problems and suggest solutions. - Ability to work on unstructured situations and projects. Contact Candidates can also send their CV directly to fr.openings2@axience.com with the appropriate subject line, for a faster response. Other Requirements Only Mumbai-based candidates or those that are willing to relocate will be considered.,

Stock Broking Company Location: Kolkata Salary:- Upto 30 Lacs/ Annum JD- Develop equity investment strategies Conduct research and financial analysis of listed companies. Monitor market movements Generate regular portfolio performance reports Required Candidate profile Graduate/ Postgraduate in Finance/ Economics/ or related field Min. 5–7 years of exp. in equity research or portfolio/fund management CALL:-- Namrata- 8910291069 Arijit- 9748042221 Benchmark Global

Qualification : MBA Finance Candidate Industry : Research & Consulting / KPO Responsibilities: a. Handle various assignments for global financial services clients such as asset managers, PE/ VC funds, family offices, investment banks and corporate M&A teams. Deliverables may include (but not be limited to) equity/ credit research reports, financial models, business valuation, due diligence, pitch books/ information memorandums and macro/ sector/ markets analysis. b. Work on a diverse set of projects covering different asset classes (equities, credit, real estate and funds) and geographies. c. Understand client needs and scope out project requirements, execute projects with minimal supervision, engage with clients regularly through the duration of the project and present deliverables to clients. 8.Experience & Skills : a. Relevant research and analysis experience in equity/ credit/ corporate finance and advisory. b. Excellent analytical and communication skills to effectively present to clients and understand their c. Skilled in financial modelling and valuation methods DCF, SOTP, IRR, trading and transaction comparable. d. Ability to perform in-depth analysis of companies/ sectors/ markets, to arrive at insightful conclusions and opinions that can feed into investment decisions. e. Well-developed skills in MS Excel, Word and PowerPoint. Personal Attributes : a. Ability to work against tight deadlines. b. Ability to work on unstructured projects largely independently. c. Expertise, or great comfort with numbers. d. Working knowledge of various statistical tools will be an added advantage. e. Foreign language proficiency will be an added advantage. f. Experience in research & analytics, proficient knowledge of financial markets g. High learning agility and skills in receiving and giving feedback. h. High level of focus, objective alignment, and emotional resilience.

Responsibilities: 1. Onboarding new customers and managing day to day relationships and discussions 2. Operate as the lead point of contact for any and all matters specific to your customers 3. Hustle SME Businesses, Investors, Acquirers Required Candidate profile Analyze company, build business models, assess capital requirements, perform deal structuring and create any collateral required for transactions Age Should be below 25 years only

Responsibilities: 1. Onboarding new customers and managing day to day relationships and discussions 2. Operate as the lead point of contact for any and all matters specific to your customers 3. Hustle SME Businesses, Investors, Acquirers Required Candidate profile Analyze company, build business models, assess capital requirements, perform deal structuring and create any collateral required for transactions Age Should be below 25 years only

EquityResearch Analyst s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity Reasonable experience in covering Capital goods and Power utilities will be preferred Academic Qualifications CAMBA CFA Key Result Area Stock recommendations performing better than the respective sector indices s Equity Research Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintaining financial models for all companies under coverage to support therecommendations Modelportfolio construction for respective sectors under coverage for clearcommunication of stock preferences Understandingrequirements of different portfolios and give appropriate stock recommendations Writingupdates on quarterly results and other interactions Stock evaluations will include both listed and unlisted equities Providing company updates as per regulatory requirement

EquityResearch Analyst About The Role s Work Experience Atleast seven years of work experience in equity research with mutual fund,insurance company or broking entity. Reasonable experience in covering Capital goods and Power utilities will be preferred. Academic Qualifications CAMBA CFA Key Result Area Stockrecommendations performing better than the respective sector indices About The Role s EquityResearch Trackingcompanies under coverage with proper understanding of the various macro andmicro factors impacting them Regularinteractions with the company management and other intermediaries Givingstock recommendations with both relative rating and target prices Maintainingfinancial models for all companies under coverage to support therecommendations Modelportfolio construction for respective sectors under coverage for clearcommunication of stock preferences Understandingrequirements of different portfolios and give appropriate stock recommendations Writingupdates on quarterly results and other interactions Stockevaluations will include both listed and unlisted equities Providingcompany updates as per regulatory requirement

Specific Qualifications The purpose of this position is to provide robust and seamless support to the Head of Investing Education for Mirae Asset Sharekhan Education, ensuring the continuity of key responsibilities related to the ProActive Investor Course and PAI XLT Sessions . This position will guarantee that the ProActive Investor Course and PAI XLT sessions continue to run effectively, while marketing efforts are aligned with organizational goals, leading to improved engagement, course attendance, and overall brand presence in the market. Direct Responsibilities Course & Session Management: Oversee the ProActive Investor (PAI) course and PAI XLT Sessions, ensuring smooth execution of content delivery, scheduling, and participant engagement. Stay updated with broader markets and sectors. Analyse and monitor performance of recommended stock ideas to the students. Generate new stock ideas. Generate regular reports with updates on the stocks. Serve as the primary point of contact for any operational issues related to course materials, participant queries, or scheduling conflicts. Ensure all educational content is up-to-date, relevant, and aligns with the latest market trends and investment strategies. Coordinate with external trainers, guest speakers, or content creators to ensure seamless integration into the educational program. Handle any urgent decision-making processes related to course management, content creation, or client escalation in the Heads absence. Contributing Responsibilities Cross-functional Collaboration: Work closely with sales , customer support , and training teams to ensure alignment in messaging, course offerings, and overall brand voice. Participate in meetings with senior management to contribute insights on course performance, marketing strategies, and market opportunities. Content Development & Improvement: Contribute to the development and refinement of course materials, presentations, and learning resources. Gather and analyze student feedback and market trends to provide input on potential improvements to course content or structure. Assist in the design and creation of new training modules or supplementary materials that enhance the learning experience . Market Research & Competitor Analysis: Conduct market research to understand the competitive landscape of investment education, identifying trends, gaps, and opportunities. Monitor competitors offerings and ensure Mirae Asset Sharekhan Educations courses remain competitive in terms of value, content quality, and marketing appeal. Customer Engagement & Support: Contribute to enhancing the student experience by addressing customer feedback, resolving concerns, and ensuring participants have the support they need throughout their learning journey. Participate in the creation of student success stories , testimonials, or case studies that can be utilized for marketing and promotional purposes. Event & Webinar Coordination: Assist in the planning and execution of live events, webinars, or special sessions related to the ProActive Investor course. Ensure events run smoothly, including technical support, speaker coordination, participant engagement, and post-event follow-up Course Management & Education Delivery: Knowledge of Learning Principles: Ability to apply adult education theories and practices to optimize the learning experience for course participants. Learning Management System (LMS) Proficiency: Expertise in using platforms to manage, track, and report on course enrollment, progress, and feedback. Content Development & Instructional Design: Experience in creating, structuring, and refining educational content for investment courses, including understanding of financial markets and investment strategies Specific Qualifications CFA or MBA preferred NISM certification for Research Analyst **Candidates must have present/past experience in Equity Research

Our Company : We are an independent equities research firm, which provides recommendations to our subscribers about which stocks to buy, sell or hold. Our key goal is to provide investment ideas to clients that enable them to navigate and achieve success in complex markets. Equity Research Analyst is required to perform duties as per the below enlisted description A) Must have experience in Equity (Stock Market) research and drafting of reports (buy/sell/hold/expensive) under a diverse set of categories. These would pertain to diverse sectors (to name a few - energy and oil, materials, mining, telecommunications, pharmaceutical, biotechnology). Frequency is decided as per the requirement of the business. B) Must independently manage report handling, preparation, review and releases - 1) Managing and/or Preparing Main/Topic based reports that are to be released on daily basis depending on movement in the market. 2) Should be able to do stock selection based on Market Trends and Market Situation. 3) Must have expertise to analyse & provide entry/exit price of stocks. 4) Should be proficient in Company evaluation, technical and fundamental research. 5) Managing and/or Preparing macro-economic reports/ industry overviews under newsletters based on requirement of the business. 6) Managing and/or Preparing Quick digest reports entailing any news items. D) Assisting the leadership team in providing insights for research streamlining, workflow management, and team development. E) Keeping a track of portfolio performance on a regular basis and conducting activities required for performance evaluation of equity portfolio. G) Performing other suitable activities based on the need of the hour (videos/ podcasts etc.) and requirement of the business. 7) Having research experience in the International stock market would be preferred. PLEASE REVIEW THE ABOVE JOB DESRIPTION CAREFULLY BEFORE APPLYING

Role & responsibilities IT support required for in house server system, proprietary trading and client trading. Knowledge of RMS will be preferred. Preferred candidate profile Experienced in the field of Stock Broking Business. Immediate joining.

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references. Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment solutions. Identifying new business opportunities within the assigned cluster of key accounts, cross-selling financial products sych as Mutual Funds, PMS, AIF, Structured Products, Insurances. Serving as the primary point of contact for key accounts, addressing queries and providing excellent customer service to ensure client retention. Developing and implementing strategic plans and initiatives to grow the business with key accounts. Setting and achieving sales targets, analyzing market trends, and identifying opportunities to optimize sales strategies and tactics. Keeping abreast of market trends, industry developments, and competitor activities, and providing market intelligence and insights to clients and internal teams for informed decision-making. Skills : - Acquisition of Demat & Trading Accounts, Knowledge of Investment Products, Equity Sales, Demat, Stock Broking, Equity Sales, Trading Accounts

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.

Acquisition of Partners viz. Franchisees, IFA (Independent Financial Advisors) & Remisers. Build rapport with these Partners & help them on-board their clients across products. Conduct training of Partners for all our products across Direct Equity & Investment products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternate Investment Funds (AIFs), Insurance, Bond, Corporate Fixed Deposit etc. Ensure best services to the Partners (Franchisees, IFAs, Remisers). Help distributors on joint calls. Should be from Equity Broking Industry with minimum of 2 years of experience. Experience in B2B - Partner Allainces (Franchisees, IFAs) is preferable. Experience in Selling Equity broking & Investment Products along with Mutual Funds, PMS, AIF . Need to have good communication skills. Need to have ability to learn and update regularly on Capital Markets. Desired to achieve sales target.